{"id":462361,"date":"2023-05-30T01:17:35","date_gmt":"2023-05-30T08:17:35","guid":{"rendered":"https:\/\/nai500.com\/blog\/2023\/05\/%e5%8f%aa%e7%94%a8-100-%e7%be%8e%e5%85%83%e5%b0%b1%e8%83%bd%e8%b4%ad%e5%85%a5%e8%bf%99%e4%ba%9b%e9%ab%98%e5%a2%9e%e9%95%bf%e7%9a%84%e9%a1%b6%e7%ba%a7%e5%8c%bb%e7%96%97%e4%bf%9d%e5%81%a5%e8%82%a1\/"},"modified":"2023-05-30T01:17:59","modified_gmt":"2023-05-30T08:17:59","slug":"%e5%8f%aa%e7%94%a8-100-%e7%be%8e%e5%85%83%e5%b0%b1%e8%83%bd%e8%b3%bc%e5%85%a5%e9%80%99%e4%ba%9b%e9%ab%98%e5%a2%9e%e9%95%b7%e7%9a%84%e9%a0%82%e7%b4%9a%e9%86%ab%e7%99%82%e4%bf%9d%e5%81%a5%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2023\/05\/%e5%8f%aa%e7%94%a8-100-%e7%be%8e%e5%85%83%e5%b0%b1%e8%83%bd%e8%b3%bc%e5%85%a5%e9%80%99%e4%ba%9b%e9%ab%98%e5%a2%9e%e9%95%b7%e7%9a%84%e9%a0%82%e7%b4%9a%e9%86%ab%e7%99%82%e4%bf%9d%e5%81%a5%e8%82%a1\/","title":{"rendered":"\u53ea\u7528100\u7f8e\u5143\uff0c\u5c31\u80fd\u8cfc\u5165\u9019\u4e9b\u9ad8\u589e\u9577\u7684\u9802\u7d1a\u91ab\u7642\u4fdd\u5065\u80a1"},"content":{"rendered":"<ul>\n<li>\u8f1d\u745e\u516c\u53f8\u662f\u4e00\u5bb6\u8001\u724c\u516c\u53f8\uff0c\u5728\u88fd\u85e5\u884c\u696d\u6709\u65b0\u82b1\u6a23\u3002<\/li>\n<li>CVS\u5df2\u7d93\u628a\u696d\u52d9\u64f4\u5c55\u5230\u85e5\u5e97\u4e4b\u5916\uff0c\u5305\u62ec\u4e86\u5065\u5eb7\u4fdd\u96aa\u7b49\u696d\u52d9\u3002<\/li>\n<li>Hims &amp; Hers Health\u5728\u7dda\u63d0\u4f9b\u8d8a\u4f86\u8d8a\u591a\u7684\u5065\u5eb7\u670d\u52d9\u3002<\/li>\n<\/ul>\n<p>\u5728\u91ab\u7642\u4fdd\u5065\u80a1\u4e2d\uff0c\u65e2\u6709\u9577\u671f\u4e3b\u6253\u7522\u54c1\u4e5f\u6709\u65b0\u8208\u985b\u8986\u8005\uff0c\u800c\u4e14\u6295\u8cc7\u65bc\u9019\u4e9b\u516c\u53f8\u7684\u80a1\u7968\u4e5f\u4e0d\u9700\u8981\u82b1\u5927\u50f9\u9322\u3002\u73fe\u5728\u5f88\u591a\u80a1\u7968\u7684\u4ea4\u6613\u50f9\u683c\u90fd\u4f4e\u65bc\u6bcf\u80a1100\u7f8e\u5143\u3002\u9019\u610f\u5473\u8457\u4f60\u53ef\u4ee5\u7a69\u5b9a\u5730\u7a4d\u7d2f\u4e00\u4e9b\u4e16\u754c\u4e0a\u6700\u5049\u5927\u7684\u516c\u53f8\u7684\u5c0f\u90e8\u5206\u80a1\u7968\u4e26\u7372\u5f97\u56de\u5831\u3002\u5982\u679c\u4e00\u5207\u9806\u5229\uff0c\u4f60\u672a\u4f86\u7684\u81ea\u5df1\u6703\u611f\u8b1d\u4f60\u3002<\/p>\n<h2>1.\u8f1d\u745e<\/h2>\n<p><a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=PFE\">\u8f1d\u745e(PFE)<\/a>\u662f\u88fd\u85e5\u696d\u6700\u5091\u51fa\u7684\u4f01\u696d\u4e4b\u4e00\uff0c\u5e02\u503c\u8d85\u904e2000\u5104\u7f8e\u5143\u3002\u8f1d\u745e\u64c1\u6709\u8a31\u591a\u8655\u65b9\u85e5\uff0c\u5305\u62ec\u5927\u6d41\u884c\u671f\u9593\u6700\u66a2\u92b7\u7684\u65b0\u51a0\u75ab\u82d7\u3002\u5927\u6d41\u884c\u662f\u4e00\u5834\u5371\u6a5f\uff0c\u4f46\u5c0d\u8f1d\u745e\u4f86\u8aaa\u4e5f\u662f\u4e00\u7b46\u610f\u5916\u4e4b\u8ca1\u3002\u8a72\u516c\u53f8\u7684\u5e74\u6536\u5165\u6bd4\u5927\u6d41\u884c\u524d\u7684\u6c34\u5e73\u5e7e\u4e4e\u7ffb\u4e86\u4e00\u756a\uff0c\u9054\u5230920\u5104\u7f8e\u5143\u4ee5\u4e0a\u3002\u73fe\u5728\u5927\u6d41\u884c\u6b63\u5728\u6d88\u9000\uff0c\u83ef\u723e\u8857\u5c0d\u8f1d\u745e\u7684\u770b\u6cd5\u6709\u6240\u964d\u6eab\uff0c\u8a72\u80a1\u8f03\u4e4b\u524d\u7684\u9ad8\u9ede\u4e0b\u8dcc\u4e8638%\u3002<\/p>\n<p>\u8a72\u91ab\u7642\u4fdd\u5065\u80a1\u76ee\u524d\u7684\u5e02\u76c8\u7387\u70ba11\uff0c\u5206\u6790\u5e2b\u4f30\u8a08\u672a\u4f86\u5e7e\u5e74\u6536\u76ca\u5e74\u5747\u589e\u9577\u7387\u53ef\u80fd\u70ba9%\u3002\u8a72\u516c\u53f8\u6177\u6168\u7684\u80a1\u606f\u4e5f\u6c92\u6709\u53d7\u5230\u5f71\u97ff\u2014\u2014\u6309\u7576\u524d\u80a1\u50f9\u8a08\u7b97\uff0c\u6536\u76ca\u7387\u70ba4.25%\u3002<\/p>\n<h2>2. CVS Health<\/h2>\n<p>\u5982\u679c\u4f60\u4f4f\u5728\u7f8e\u570b\uff0c\u4f60\u53ef\u80fd\u53bb\u904e<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=CVS\">CVS Health (CVS)<\/a>\u7684\u8a31\u591a\u85e5\u5e97\u4e2d\u7684\u4e00\u5bb6\u62ff\u904e\u8655\u65b9\uff0c\u6216\u8005\u53ef\u80fd\u53ea\u662f\u8cfc\u8cb7\u4e00\u5305\u5c3f\u5e03\u6216\u5feb\u9910\u3002\u4e0d\u904e\uff0c\u76ee\u524dCVS\u7684\u696d\u52d9\u9084\u5f88\u591a\u3002\u8a72\u516c\u53f8\u5df2\u6295\u5165\u9245\u8cc7\u4ee5\u8b8a\u5f97\u66f4\u52a0\u591a\u5143\u5316\u3002CVS Health\u57282017\u5e74\u6536\u8cfc\u4e86\u5065\u5eb7\u4fdd\u96aa\u516c\u53f8Aetna Health\uff0c\u6700\u8fd1\u53c8\u6536\u8cfc\u4e86\u521d\u7d1a\u4fdd\u5065\u4e2d\u5fc3\u7db2\u7d61Oak Street Health\u3002<\/p>\n<p>CVS\u5e0c\u671b\u4e0d\u50c5\u50c5\u662f\u4e00\u5bb6\u85e5\u623f\uff0c\u4e26\u70ba\u5be6\u73fe\u9019\u4e00\u96c4\u5fc3\u6295\u5165\u4e86\u5927\u91cf\u8cc7\u91d1\uff1b\u5b83\u7684\u50b5\u52d9\u7e3d\u984d\u5f9e\u5341\u5e74\u524d\u7684100\u5104\u7f8e\u5143\u6fc0\u589e\u81f3580\u5104\u7f8e\u5143\u3002\u597d\u6d88\u606f\u662f\uff0c\u5206\u6790\u5e2b\u8a8d\u70ba\uff0cCVS\u6536\u76ca\u5728\u672a\u4f86\u5e7e\u5e74\u5167\u5c07\u6bcf\u5e74\u5e73\u5747\u589e\u95776%\uff0c\u4e26\u4e14\u8a72\u80a1\u7968\u7684\u5e02\u76c8\u7387\u50c5\u70ba8\u3002\u672a\u4f86\u60c5\u7dd2\u7684\u4efb\u4f55\u6539\u5584\u90fd\u53ef\u80fd\u4f7f\u80a1\u7968\u8a55\u7d1a\u66f4\u9ad8\uff0c\u4e26\u7d66\u8010\u5fc3\u7684\u6295\u8cc7\u8005\u5e36\u4f86\u8c50\u539a\u7684\u56de\u5831\u3002<\/p>\n<h2>3. Hims &amp; Hers Health<\/h2>\n<p><a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=HIMS\">Hims &amp; Hers Health (HIMS)<\/a>\u904b\u71df\u8457\u4e00\u500b\u76f4\u63a5\u9762\u5411\u6d88\u8cbb\u8005\u7684\u6578\u5b57\u5065\u5eb7\u5e73\u81fa\uff0c\u7528\u6236\u53ef\u4ee5\u5728\u8a72\u5e73\u81fa\u4e0a\u901a\u904e\u7db2\u7ad9\u6216\u667a\u80fd\u624b\u6a5f\u61c9\u7528\u7a0b\u5e8f\u8aee\u8a62\u91ab\u7642\u4fdd\u5065\u5c08\u696d\u4eba\u54e1\uff0c\u4e26\u63a5\u6536\u548c\u586b\u5beb\u8655\u65b9\u85e5\u548c\u975e\u8655\u65b9\u85e5\u3002Hims &amp; Hers\u7684\u60a3\u8005\u4eba\u6578\u8fc5\u901f\u589e\u52a0\uff0c 2021\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u70ba 412,000\u4eba\uff0c\u800c2023\u5e74\u7b2c\u4e00\u5b63\u5ea6\u70ba120\u842c\u4eba\u3002<\/p>\n<p>\u6839\u64da\u516c\u8a8d\u6703\u8a08\u539f\u5247(GAAP)\uff0c\u8a72\u516c\u53f8\u7684\u696d\u52d9\u5c1a\u672a\u76c8\u5229\uff0c\u4f46\u767c\u5c55\u8fc5\u901f\u4e14\u8cc7\u91d1\u5145\u8db3\u3002\u6700\u8fd1\u4e00\u500b\u5b63\u5ea6\u7684\u6536\u5165\u540c\u6bd4\u589e\u957788%\uff0c\u975eGAAP\u606f\u7a05\u6298\u820a\u53ca\u6524\u92b7\u524d\u5229\u6f64(EBITDA)\u70ba610\u842c\u7f8e\u5143\u3002\u4ee52023\u5e74\u7684\u6307\u5c0e\u6027\u6536\u5165\u8a08\u7b97\uff0c\u8a72\u80a1\u7684\u5e02\u92b7\u7387\u50c5\u70ba2.2\u3002\u5982\u679cHims &amp; Hers\u7e7c\u7e8c\u4fdd\u6301\u9019\u6a23\u7684\u767c\u5c55\u52e2\u982d\uff0c\u8a72\u91ab\u7642\u4fdd\u5065\u80a1\u5c07\u70ba\u9577\u671f\u6295\u8cc7\u8005\u5e36\u4f86\u56de\u5831\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u8f1d\u745e\u516c\u53f8\u662f\u4e00\u5bb6\u8001\u724c\u516c\u53f8\uff0c\u5728\u88fd\u85e5\u884c\u696d\u6709\u65b0\u82b1\u6a23\u3002 CVS\u5df2\u7d93\u628a\u696d\u52d9\u64f4\u5c55\u5230\u85e5\u5e97\u4e4b\u5916\uff0c\u5305\u62ec\u4e86\u5065\u5eb7\u4fdd\u96aa\u7b49\u696d\u52d9\u3002 Hims [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":462358,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[426],"tags":[927,563,564],"class_list":["post-462361","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hant","tag-927","tag--zh-hant","tag-564","sectors-life-science-zh-hant","locations-us-zh-hant","exchange-nasdaq-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/462361","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=462361"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/462361\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/462358"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=462361"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=462361"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=462361"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}